# Jack Johnson

> Jack Johnson is a fee-only financial advisor at Sierra Financial Planning & Asset Management in Roseville, California, who holds the CFP credential. Jack charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jack-johnson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sierra Financial Planning & Asset Management
- **Based in:** Roseville, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25.6M across 30 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4636720 (https://adviserinfo.sec.gov/individual/summary/4636720)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://sfplan.com/

## Frequently asked questions

### Is Jack Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Sierra Financial Planning & Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack charges a flat fee or retainer and an ongoing planning fee.

### Where is Jack Johnson based?

Jack Johnson is based in Roseville, California.

### What does Jack specialize in?

Jack's specialties include retirement planning.

### What credentials does Jack Johnson hold?

Jack Johnson holds the CFP credential.

### Is Jack Johnson registered with the SEC?

Yes. Jack Johnson is registered as an investment adviser representative in CA (CRD 4636720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sierra Financial Planning & Asset Management manage?

Sierra Financial Planning & Asset Management reports $25.6M across 30 accounts in assets under management.

### How do I contact Jack Johnson?

Through Jack's website, sfplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4636720): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sfplan.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.